--- title: "Configuring the 4 Year & Graduate Admission Model Database" slug: "customizing-your-turnkey-4-year-graduate-admissions-database" description: "Enhance your 4-year and graduate admissions database with our comprehensive guide on customizing features for an optimized and personalized Slate experience." tags: ["Database Setup"] updated: 2026-04-14T16:20:16Z published: 2026-04-14T16:20:16Z stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Configuring the 4 Year & Graduate Admission Model Database When your Slate for Admission database was provisioned, it came from one of three templates: - the **4 Year & Graduate Admissions model**, - the [2 Year/Community College model](/docs/customizing-your-turnkey-2-yearcommunity-college-database), or - the [K-12 School Admission model](/v1/docs/configuring-the-k-12-school-admission-model-database) This article serves as a reference for each pre-configured object in your database. Some of these objects must be configured before they can be used. **Asterisks** `*`**denote action is required.** ## Test record πŸ“ **Location:**Records β†’ β€œAlexander Hamilton” We've set up **Alexander Hamilton** for testing purposes. > [!TIP] > ✨ **Tip:**Create additional test records with different data configurations. Use your [test environment](/v1/docs/test-environments-test-environments) first before moving to production. ## Applications #### Slate-hosted application pages* πŸ“ **Location:**Forms β†’ Slate-Hosted Application Pages **Enrollment Information Page***: This page can be customized in any way to meet your institutional needs. The following prompt-based fields have been pre-configured. You must modify and add the prompt list that mirror your institutional options: - Preferred Start Term πŸ“–**Further reading:** [The Application Editor](/v1/docs/introduction-application-editor) #### Application creation form πŸ“ **Location:**Forms β†’ Folders β†’ Application Creation An application creation form has been pre-configured to include round and pin. These must be updated prior to going live. Communications have been configured and need to be customized. You will need to customize the "Sender" field to reflect your institutional email. πŸ“–**Further reading:** [Application Creation Form](https://knowledge.technolutions.net/v1/docs/application-creation-form) #### Status portal πŸ“ **Location:**Database β†’ Portals β†’ Application Status Portal The application status portal has been pre-configured. However, this portal can be enhanced based on institutional needs at any time. πŸ“–**Further reading:** [Custom Applicant Status Portal](/v1/docs/custom-applicant-status-portal) #### Submission requirements πŸ“ **Location:**Database β†’ Application Logic All common submission requirements have been pre-configured based on historical knowledge of other institutional expectations. These can all be modified or removed. You can also create any additional requirements at any time. πŸ“–**Further reading:** [Application Logic Settings](/v1/docs/application-logic-settings) #### Rounds & periods* πŸ“ **Location:**Database β†’ Application Periods / Application Rounds *****Placeholder periods and rounds have been pre-configured. These must be updated prior to going live. πŸ“–**Further reading:** [Period and round structure](/v1/docs/period-and-round-structure) ## Reader & workflows Your database includes a default workflow called **Application Review.** πŸ“ **Location:**Database β†’ Workflows β†’ Application Review πŸ“–**Further reading:** [Workflows](/v1/docs/workflows) #### Bins Workflow bins have been pre-configured and can be modified as necessary. πŸ“–**Further reading:** [Bins](/v1/docs/workflows#bins) #### Bin & queue rules Workflow Bin automation has been pres-configured and can be modified as necesary. πŸ“–**Further reading:** [Bin & queue automations](/v1/docs/workflows#bin-queue-automations) #### Reader tabs Workflow Tabs have been pre-configured and can be modified as necessary. πŸ“–**Further reading:** [Reader Tabs](/v1/docs/workflows#reader-tabs) #### Review form A reader form has been pre-configured with the most common fields and made available in the First Read and Second Read bins. πŸ“–**Further reading:** [Workflow review forms](/v1/docs/workflow-review-forms), [Reader review form calculations](/v1/docs/reader-review-form-calculations) #### Dashboard portal πŸ“ **Location:**Database β†’ Portals β†’ Reader dashboard A Workflow Dashboard has been pre-configured and can be modified as necessary. ## Decisions The Slate [decision management system](/v1/docs/decision-release-overview)is streamlined and comprehensive, allowing for the release of electronic decisions to application records on an individual or batch basis. The system uses reader evaluations, rankings, and other inputs to make decisions that can be released immediately or scheduled for future release. #### Decision codes πŸ“ **Location:**Database β†’ Decision Codes Best practice Decision Codes have been pre-configured and can be customized to meet your institutional process. πŸ“–**Further reading:**[Decision codes](/v1/docs/decision-codes) #### Decision Letters* πŸ“ **Location:**Database β†’ Letter Templates Three example placeholder letters have been pre-configured that can be customized to meet your institutional language and branding. πŸ“–**Further reading:**[Decision letters](/v1/docs/decision-letters) #### Automation πŸ“ **Location:**Database β†’ Rules β†’ Decision management The following rules have been pre-configured in an inactive status. They must be activated when ready to use: - Add Decision Reply Form to Checklist - Add Enroll Decision Code πŸ“–**Further reading:**[Decision automations](/v1/docs/decisions-automations) #### Reply form πŸ“ **Location:**Forms β†’ Applications β†’ Decision management A reply to offer of admission letter has been pre-configured. The following rules have been pre-configured using the best practice decision codes: - **Add Enrollment Deposit Payment Due**: This rule is inactive and should only be activated if your institution receives payment - **Add Deposit Pending Decision** - **Add Admit/Decline Decision** ## Deliver #### Templates πŸ“ **Location:**Deliver β†’ Folders β†’ Templates An example template has been pre-configured. This template has not been added to any communications. #### Application System Emails πŸ“ **Location:**Deliver β†’ Folders β†’ System The most common system mailings have been pre-configured. You can edit these at any time. Additional system mailings can be created. πŸ“–**Further reading:**[System emails](/v1/docs/system-emails) ## Events #### Templates* πŸ“ **Location:**Events β†’ Folders β†’ Templates The following commonly used templates have been pre-configured and must be customized: - **Campus Tour** - **Information Session** - **Online Information Session (Share Hosted)** The following must be updated in order to use these templates: - Location - Description - Registration Settings - Rescheduling (if applicable) #### Template Communications πŸ“ **Location:**Event template β†’ Edit Communications The following commonly used template communications have been pre-configured for each template and must be customized or deleted: - Confirmation Page - Email Confirmation - Sorry We Missed You - Thank You for Attending You must updated the "Sender" and "Reply To" for every communication. Additional communications should be created as needed. These communications must be activated to begin sending. We would also recommend using a deliver template to enhance the aesthetics of these mailings. ## Forms #### Request for Information communications* πŸ“ **Location:**Forms β†’ Folders β†’ Recruitment β†’ Request for Information β†’ Edit Communications The following communications have been pre-configured but must be modified further in order to activate and use. These communications do not include the pre-configured template. - Confirmation Page Only* - Email Only* ## Queries / Reports #### Query: Data Export - SFTP (Slate to SIS) πŸ“ **Location:**Queries / Reports β†’ Data Export - SFTP (Slate to SIS) This query has been pre-configured but must be modified further in order to activate and use. πŸ“–**Further reading:**[Exporting data](/v1/docs/exporting-data-overview) #### Voyager: Domestic travel planning πŸ“ **Location:**Queries / Reports β†’ Voyager β†’ Domestic Travel Planning This Voyage has been pre-configured and can be modified as necessary. πŸ“–**Further reading:**[Voyager](/v1/docs/voyager) ## Custom tabs #### More Information tab πŸ“ **Location:**Database β†’ Tabs β†’ Person Tabs Update the form to include any additional institutional-specific person-scoped fields, as necessary. #### Application Details Tab πŸ“ **Location:**Database β†’ Tabs β†’ Application Tabs Update the form to include any additional institutional-specific application-scoped fields, as necessary. πŸ“–**Further reading:**[Custom tabs](/v1/docs/custom-tabs) ## Origin Groups & Sources #### Groups πŸ“ **Location:**Database β†’ Origin Groups Common groups have been pre-configured. Add any additional groups as necessary. #### Sources πŸ“ **Location:**Database β†’ Origin Sources Common sources have been pre-configured. Add any additional groups as necessary. πŸ“–**Further reading:**[Origin sources](/v1/docs/origin-sources) ## Rules #### Staff Assignments πŸ“ **Location:**Database β†’ Rules β†’ Folders β†’ Staff Assignments The staff assignment exclusively group has been pre-configured. The remainder of these rules commonly are unique to each institutions. Be sure to update the filter criteria and all users associated. Alternatively, use these as a reference and delete them all / create your own from scratch. πŸ“–**Further reading:**[Staff assignments](/v1/docs/getting-started-with-staff-assignments) #### Populations πŸ“ **Location:**Database β†’ Rules β†’ Folders β†’ Populations Two sample populations and associated rules have been configured that can be used throughout drop marketing campaigns. They are inactive and can be added at any time. - **Graduate** - **Undergraduate** πŸ“–**Further reading:**[Creating populations](/v1/docs/populations#step-1-creating-a-population) ## Fields & Prompts #### Fields πŸ“ **Location:**Database β†’ Fields The following fields are custom. If there is an associated prompt list, the list can and sometimes must be customized: **Application:** - Signature - Enrollment Status - Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use. - Military Fields - Primary Major - Student Type **Person:** - Academic Interest - Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use. - Mobile Opt-In - SIS ID - Staff Assigned Locked πŸ“–**Further reading:**[Field settings](/v1/docs/fields-settings) #### Prompts πŸ“ **Location:**Database β†’ Prompts The following prompt lists have been pre-configured, are associated with standard fields and can be customized: - `course_grade` - `course_grade_level` - `course_level` - `course_term` - `course_type` - `degree` - `honors` - `industry` - `major ` - `rating` - `reference_type` - `relationship_education_level` - `sex` - `sport` - `sport_rating` - `study_level` - `visa` πŸ“–**Further reading:**[Prompt settings](/v1/docs/prompts-settings) ## Users & Access #### Role Groups & Permissions πŸ“ **Location:**Database β†’ User Permissions The following roles have been pre-configured and can be updated to remove or add permissions that make sense for your users. These roles can be granted to any new user that you create that meet that criteria: - Academic Advisor - Admission Counselor - Admissions Inbox πŸ“–**Further reading:**[Role settings](/v1/docs/user-accounts#roles), [Custom permissions](/v1/docs/custom-permissions)